Field Notes / 04

Ideas that survive contact.

Investment roadmaps for founders building at the boundary of software and the physical world. Each note converts a market belief into an explicit technical and economic underwriting lens.

Volume 01 / 2026

Memo / 001

July 2026

Capability per dollar is the metric that compounds

Lower hardware cost is only the first-order effect. Wider deployment accelerates learning, distribution, and the rate at which a system earns the right to become infrastructure.

Memo / 002

July 2026

Commodity hardware is a strategic choice

Standard components compress iteration cycles, diversify supply, and force the company's advantage into the layers that improve after every deployment.

Memo / 003

July 2026

Deployment is the benchmark that matters

A laboratory result establishes possibility. Repeated performance under operating constraints establishes the basis of a company.